Frisch Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $600K | Buy |
|
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|
2024
Q2 | $484K | Buy |
|
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|
2024
Q1 | $532K | Buy |
|
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|
2023
Q4 | $427K | Sell |
|
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $362K | Buy |
|
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|
2022
Q4 | $339K | Buy |
|
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|
2022
Q3 | $231K | Buy |
|
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $288K | Buy |
|
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $294K | Buy |
|
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|
2020
Q3 | $239K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $307K | Buy |
|
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|
2019
Q3 | $250K | Buy |
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|
2019
Q2 | $244K | Buy |
|
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|
2019
Q1 | $241K | Sell |
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|
2018
Q4 | $260K | Buy |
|